WallStSmart

Heico Corporation (HEI)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 125% more annual revenue ($10.42B vs $4.63B). HEI leads profitability with a 15.4% profit margin vs 6.2%. HEI appears more attractively valued with a PEG of 2.46. HEI earns a higher WallStSmart Score of 61/100 (C+).

HEI

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 4.0Quality: 6.8
Piotroski: 4/9Altman Z: 2.38

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HEIUndervalued (+8.9%)

Margin of Safety

+8.9%

Fair Value

$353.81

Current Price

$269.92

$83.89 discount

UndervaluedFair: $353.81Overvalued
OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HEI1 strengths · Avg: 8.0/10
Operating MarginProfitability
22.2%8/10

Strong operational efficiency at 22.2%

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

HEI3 concerns · Avg: 3.3/10
PEG RatioValuation
2.464/10

Expensive relative to growth rate

Price/BookValuation
8.4x4/10

Trading at 8.4x book value

P/E RatioValuation
51.8x2/10

Premium valuation, high expectations priced in

OSK4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : HEI

The strongest argument for HEI centers on Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 22.2%. Revenue growth of 14.4% demonstrates continued momentum.

Bull Case : OSK

The strongest argument for OSK centers on P/E Ratio, Price/Book.

Bear Case : HEI

The primary concerns for HEI are PEG Ratio, Price/Book, P/E Ratio. A P/E of 51.8x leaves little room for execution misses.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

HEI profiles as a mature stock while OSK is a value play — different risk/reward profiles.

OSK carries more volatility with a beta of 1.39 — expect wider price swings.

HEI is growing revenue faster at 14.4% — sustainability is the question.

OSK generates stronger free cash flow (526M), providing more financial flexibility.

Bottom Line

HEI scores higher overall (61/100 vs 48/100), backed by strong 15.4% margins and 14.4% revenue growth. OSK offers better value entry with a 32.8% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Heico Corporation

INDUSTRIALS · AEROSPACE & DEFENSE · USA

HEICO Corporation designs, manufactures, and sells aerospace, defense, and electronic products and services in the United States and internationally. The company is headquartered in Hollywood, Florida.

Oshkosh Corporation

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.

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